Joe Schaefer, MBA

Joe has more than 20 years of experience in the financial services and insurance industries, joined NFP’s Executive Benefits practice in 2017. Prior to joining NFP, Joe was a consultant with Equias Alliance from 2013 to 2017. Joe also served as a private wealth manager in Santiago, Chile, for the expatriate market, where he designed and implemented retirement plans and investment portfolios. In addition, Joe brings two years of prior experience with Clark Consulting in the implementing fixed-account-only bank-owned life insurance (BOLI) programs and nonqualified executive and director benefit plans in Illinois and Missouri. He has also served as a personal lines underwriter for Pekin Insurance in Central Illinois, where he underwrote a book of business of more than 100 independent insurance agencies in Indiana. 

In addition, Joe graduated with a bachelor’s degree in business marketing from Bradley University, earned his MBA from Universidad Adolfo Ibañéz in Santiago, Chile, and currently resides in Miami, Florida. 

1221 Brickell Ave, Suite 1090
Miami, FL 33131